AnsweredAssumed Answered

Show all Account Tasks in Dashlet

Question asked by Daniela Scheiwe on Dec 12, 2018
Latest reply on Jan 9, 2019 by B_Canales

Hi! When working on a task, I would like to see all other tasks related to that account in a dashlet, even if they're assigned to different contacts and other users than me. I tried with the list view, but as it seems without success. I somehow get some tasks listed, but they're from random accounts. 

 

So basically what I need is dashlet with list-view => Tasks => Filter: account=currentValueOfParentAccount. Tried with sugar 7.6 professional and latest onDemand. Also I do not understand based on what criteria the "Relate to current record" checkbox is filtering.

 

Any hints on this?

Outcomes